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Wikifri is a nimble, aggressive, consulting firm founded by former Agile Technologies team members. We are focused on improving our clients businesses by bringing together deep insurance industry experience, the flexibility to build partnership-based engagement teams and technology expertise. Wikifri is founded by former Agile Technologies team members who are focused on a critical success factor to achieve breakthrough bottom line results for our clients by understanding their businesses and the difference they are going to make in their markets. We know successful technology investments help them achieve those goals. Our firms commitment to client success is demonstrated by our seasoned professionals industry experience, knowledge of the technology and insurance industry landscapes, and a long history of successful projects. Wikifri is committed to helping clients stay at the forefront of rapid industry changes by assisting them in the development of new markets and creating new efficiencies and capabilities for their organizations.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
Located in Nashville, TN, Paladin capital is a premier leader in business acquisition, and ownership transfer, via Employee Stock Ownership Plans (ESOP). Paladins mission is to provide employee ownership and retirement benefits to to the employees of the sellers company while providing private business owners a meaningful exit strategy that preserves their business legacy.
Berkley Program Specialists is a leading insurance operation dedicated exclusively to program business. We provide access to national admitted and non-admitted A+ XV insurance carriers, program management expertise, and reinsurance support when required to program administrators in the U.S. We are a casualty driven company, although we have the ability to offer ancillary property and automobile products as well. Our Mission Berkley Program Specialists goal is to be the preferred insurance operation for program administrators who are experts in the industries they serve and are looking for a stable, secure, and proven company to support and help grow their casualty-driven homogeneous niche program with annual GWP of at least $5 million. Business We Seek Our preferred client is a highly respected program administrator or insurance specialist who possesses the ability to quote, underwrite, rate, bind and issue policies within a homogeneous industry field. They should have a strong sense of integrity, significant expertise in their chosen industries, a differentiated value proposition, and a solid distribution system. Our preferred program opportunities consist of annual premiums in excess of $5 million, complete with strong, documented premium and loss histories.